STOCK TITAN

Helen of Troy (HELE) director receives 1,429-share restricted stock grant

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Berry Krista reported acquisition or exercise transactions in this Form 4 filing.

HELEN OF TROY LTD director Krista Berry received an equity award in the form of company stock. On the reported date, she was granted 1,429 common shares at a price of $0.00 per share as a restricted stock award. According to the footnote, the restricted stock vested immediately and is paired with a tax-offset right that provides cash to cover certain tax liabilities triggered by the vesting. After this grant, Berry directly holds a total of 10,547 common shares.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Berry Krista

(Last) (First) (Middle)
201 E. MAIN STREET
SUITE 300

(Street)
EL PASO TX 79901

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
HELEN OF TROY LTD [ HELE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
03/02/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Shares, Par value $0.10 per share 03/02/2026 A 1,429 A $0(1) 10,547 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event.
Remarks:
Wayne C. Lott as Attorney-In-Fact for Krista Berry 03/03/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did HELEN OF TROY LTD (HELE) report for Krista Berry?

HELEN OF TROY LTD reported that director Krista Berry received a grant of 1,429 common shares as restricted stock. The award was recorded at $0.00 per share and increased her directly held position to 10,547 common shares following the transaction.

Was the HELEN OF TROY (HELE) share transaction a purchase or an award for Krista Berry?

The transaction was an equity award, not an open-market purchase or sale. It is classified as a grant or award acquisition, meaning Berry received 1,429 restricted shares as compensation rather than buying them in the market.

How many HELEN OF TROY LTD (HELE) shares does Krista Berry own after this Form 4 transaction?

After the grant of 1,429 restricted shares, Krista Berry directly holds 10,547 HELEN OF TROY LTD common shares. This total reflects her ownership immediately following the reported equity award transaction on the Form 4.

What are the key terms of Krista Berry’s restricted stock grant from HELEN OF TROY (HELE)?

The award consists of 1,429 restricted common shares that vested immediately. It is accompanied by a tax-offset right, which pays cash to cover certain tax liabilities arising from the vesting event of the restricted stock.

Did Krista Berry pay anything for the HELEN OF TROY LTD (HELE) shares she received?

No cash outlay is shown for this grant. The restricted stock award lists a transaction price of $0.00 per share, indicating Berry received 1,429 common shares as compensation rather than through a purchase.

Helen Of Troy Ltd

NASDAQ:HELE

HELE Rankings

HELE Latest News

HELE Latest SEC Filings

HELE Stock Data

390.61M
22.70M
Household & Personal Products
Electric Housewares & Fans
Link
United States
HAMILTON